2024 Federal Tax Institute of New England (FTINE2024)

Thursday, November 14, 2024

8:00 AM to 5:00 PM (Eastern Standard Time)

Saint Clements Castle and Marina

1931 Portland-Cobalt Rd., Portland United States

Agenda

Presented by the Estates and Probate and Tax Sections

About the Program

Don't miss this premier event for estate planning and tax attorneys. The day will kick-off with a networking breakfast followed by both plenary and break-out sessions. National speakers will present on cutting-edge tax and estate planning issues. This year’s program includes a full-day track for estates and probate paralegals and a track for young lawyers.

Register early as space is limited for this event.

You Will Learn

• About cutting edge topics in tax and estates and probate law

Who Should Attend

Attorneys and paralegals practicing in the areas of tax and estates and probate.

Cost

Member Type	Late: 10/26 – 11/14
Member	$319
Student	$99
Paralegal	$209
Non-member	$409

Financial hardship information is available upon request.

Speakers

Hon. Maurice B. Foley
United States Tax Court, Washington, DC

Abigail D. Apuzzo
Michael A. Neufeld & Assoc. LLC, Milford

Beth A. Brunalli
Davidson, Dawson and Clark LLP, New Canaan

Alfred R. Casella
Murtha Cullina LLP, Hartford

Michael T. Clear
Wiggin and Dana LLP, Greenwich, CT

Cheryl A. Clemens
Shipman & Goodwin LLP, Hartford

Sebastian D'Acunto
Pullman & Comley LLC, Westport

Tatiana F. DaSilva
Cohen and Wolf PC, Bridgeport

Clifford R. Ennico
Law Offices of Clifford R. Ennico, Fairfield

Ann L. Fowler-Cruz
Cohen and Wolf PC, Danbury

Edward L. Froelich
McDermott Will Emory, Washington, DC

Lisa Goodrich Page
Dungey Dougherty PLLC, Greenwich

Wyatt R. Jansen
Whitman Breed Abbott & Morgan LLC, Greenwich

John H. Lawrence Jr.
Shipman & Goodwin LLP, Glastonbury

Kenneth B. Lerman
Kenneth B. Lerman PC, Hartford

Erin D. Nicholls
Wiggin and Dana LLP, Madison

Spencer Paul
Deloitte Tax LLP, San Francisco, CA

Charles W. Pieterse
Whitman Breed Abbott & Morgan LLC, Greenwich

Jeffrey S. Rivard
Czepiga Daly Pope & Perri LLC, Berlin

Gideon Rothschild
Gideon Rothschild PLLC, New Hartford

Greta E. Solomon
Cohen and Wolf PC, Bridgeport

Michael P. Spiro
Finn Dixon & Herling LLP, Wilton

Rick Springer
Deloitte Transactions and Business Analytics LLP, Chicago, IL

Ellen R. Sutliffe Hain
Cohen and Wolf PC, Bridgeport

Luke T. Tashjian
Cohen and Wolf PC, Westport

Deborah J. Tedford
Tedford Law Firm PC, Mystic

Eitan Ulmer
Finn Dixon & Herling LLP, Stamford

2024 Federal Tax Institute of New England

Introduction, Opening Plenary, Paralegal Track: 9:00 a.m. - 10:05 a.m.

Opening Plenary: Mountains & Mentors (2024FTINE-OP)

Ethics and Confidentiality for Paralegals (2024FTINE-P1)

Concurrent Seminars 1: 10:15 a.m. - 11:15 a.m.

Private Placement Memoranda and Investor Pitch Decks: What You Need to Know (2024FTINE-1A)

Tax Aspects of Trust Modifications (Including Decantings) and Settlements (2024FTINE-1B)

Networking Including Clients to Avoid (2024FTINE-1C)

Probate v. Non-Probate Assets, Wills and Revocable Trusts (2024FTINE-P2)

Concurrent Seminars 2: 11:25 a.m. - 12:25 p.m.

Discussion on Trends in Estate & Gift Tax Controversy (2024FTINE-2A)

The Ins and Outs of Decanting Trusts: Why, How, and the New Connecticut Uniform Trust Decanting Act (2024FTINE-2B)

Medicaid Planning, Including Exemption Amounts, Excluded Assets, and Asset Calculations (2024FTINE-2C)

Probate Court Steps, Checklists, and Forms (2024FTINE-P3)

Lunch, Afternoon Plenary, Paralegal Track: 12:35 p.m. - 2:35 p.m.

Asset Protection: Selected Issues and Planning Techniques (2024FTINE-AP)

Estate Taxation and Fiduciary Income Taxation (2024FTINE-P4)

Concurrent Seminars 3: 2:45 p.m. - 3:45 p.m.

Tax Considerations and Traps in LLC Buy-Sell Agreements (2024FTINE-3A)

Protectors, Selectors, Substitutors, Oh My: Advanced Trust Drafting (2024FTINE-3B)

Special Needs Trusts: What They Can and Cannot Do for the Client (2024FTINE-3C)

Connecticut UTC Notices Including Samples and Forms (2024FTINE-P5)

Closing Plenary, Paralegal Track, Closing Remarks: 3:55 p.m. - 5:00 p.m.

Attorney-Client Privilege and Other Protections in Tax Examinations (2024FTINE-CP)

Fiduciary Accountings (2024FTINE-P6)

CLE Credit

CT: 6.0 CLE Credits (4.0 General; 2.0 Ethics)
NY: 5.5 CLE Credits (4.5 AOP; 1 Ethics)
Paralegal: 6.0 CE (5.0 General; 1.0 Ethics)

The Connecticut Bar Association/CT Bar Institute is an accredited provider of New York State CLE. This program qualifies for newly admitted and experienced attorneys CLE credits for seminars with AOP or Ethics credits. The opening plenary D&I credit is only available to experienced attorneys.

Attorneys seeking NY CLE credit who have been admitted to the New York State Bar for two years or less must attend the live seminar for skills or ethics credit, a fully interactive videoconference, or simultaneous transmission with synchronous interactivity. Diversity, Inclusion and Elimination of Bias CLE credits are only available as non-transitional credits. For further information please see the NYCourts.gov page on CLE: http://ww2.nycourts.gov/attorneys/cle/index.shtml.

Networking Breakfast Sponsors

Seminar Sponsors

Premium Exhibitors

Contact

Member Service Center

Email: msc@ctbar.org

Phone: (844)469-2221